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Question: Is there a way to load FX rates through a workflow? The system admin wants it to be part of their regular workflow. 

OSAdmin
Valued Contributor

‎07-30-2021 11:46 AM - edited ‎07-30-2021 12:20 PM

Answer

Yes.   A lot of clients use the XFSetFxRate function in an excel file to load FX Rates. This excel file could be opened within a spreadsheet component and assigned to a form or embedded on a dashboard. This form/dashboard can then be assigned to a workflow step. 

•Hint: Use Workflow Name "Workspace" to be able to select a dashboard for that step.

  OSAdmin_0-1627659940529.png

Source:  Office Hours 2020-7-16 - Jerri McConnell

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‎07-30-2021 12:20 PM
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